BWM
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BlackDiamond Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

BlackDiamond Wealth Management’s Portfolio PAVE Stock Details PAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,522
Closed -$217K – 118
2021
Q4 		$217K Buy
+7,522
New +$209K 0.25% 103

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BlackDiamond Wealth Management's PAVE Position: Q1 2022 in Review

BlackDiamond Wealth Management sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2022, closing a stake of 7,522 shares — an estimated $217K sold.

BlackDiamond Wealth Management first reported a position in PAVE in Q4 2021 and held it in 1 quarter. The position peaked at $217K in Q4 2021. 448 funds tracked by Wall St. Rank hold PAVE as of Q1 2022.

  • BlackDiamond Wealth Management reported no remaining Global X US Infrastructure Development ETF position as of Q1 2022 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 7,522 Global X US Infrastructure Development ETF shares in Q1 2022, an estimated $217K.
  • BlackDiamond Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and held it in 1 quarter.
  • BlackDiamond Wealth Management's Global X US Infrastructure Development ETF position peaked at $217K in Q4 2021.
  • 448 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.